VKSAX Mutual Fund (Virtus KAR Small-Mid Cap Core Fund Class A) is managed by Virtus Investment Partners with $46.8M in net assets. VKSAX expense ratio is 1.24%, holding 31 positions across sectors including Industrials, Information Technology, Financials. Inception date: 2018-03-07.

VKSAX performance shows a YTD return of -5.38%. The 1-year return is -8.41% and the 5-year return is 0.03%. VKSAX dividend yield stands at 0.37%, paid annually.

VKSAX top holdings include Interactive Brokers Group Inc. Class A (6.6%), Wr Berkley Corp (4.9%), Teledyne Technologies Inc (4.7%), Zurn Water Solutions Corporation (4.6%), Ul Solutions Inc (4.4%). View all VKSAX holdings, sector breakdown, or dividend history.

VKSAX can be compared against other funds using the overlap calculator or side-by-side comparison tool. VKSAX alternatives are available via the screener, along with tax-loss harvesting opportunities.